See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $110,809-56.5% | $86,874-44.6% | $167,490-71.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 3.87% | 116.98%-113.1pp | 63.52%-59.7pp | 478.56%-474.7pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $782 | $4,546-82.8% | $3,699-78.9% | $6,341-87.7% |
| Admin fee / account holder | $280 | $8,415-96.7% | $5,828-95.2% | $12,309-97.7% |